Plan Snapshot
- Plan Sponsor: Coen Oil Company, LLC
- Sponsor EIN: 251852754
- Sponsor Address: 1000 PHILADELPHIA STREET, CANONSBURG, PA, 15317
- Plan Type: 401(k)
- Total Participants: 657
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 657 | $11.0M | $300,460 | $1.8M |
| 2023 | 639 | $8.8M | $223,194 | $1.6M |
| 2022 | 654 | $7.0M | $173,110 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $21,288 | — | $21,288 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,156 | — | $19,156 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $5,984 | — | $5,984 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,428
- Estimated Expense Ratio: 0.422% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $46,429 | $27,273 | — | — | — |
| 2023 | $65,191 | $21,557 | — | — | — |
| 2022 | $80,496 | — | — | — | — |